5498-SA · e-file

File your 5498-SA online

Report each participant’s contributions and year-end account value for every HSA, Archer MSA, or MA MSA you maintained, and e-file to the IRS by May 31.

Start my 5498-SA

From $3.50 per record — down to $0.80 at volume. Corrections at no charge.

What the 5498-SA reports

HSA, Archer MSA, and MA MSA information — contributions and the December 31 value, on its own May season.

Employee’s or self-employed person’s Archer MSA contributions made in the calendar year and the subsequent year for the calendar year (Box 1)
Total contributions made in the calendar year (Box 2)
Total HSA or Archer MSA contributions made in the subsequent year for the calendar year (Box 3)
Rollover contributions (Box 4)

When it's due

The IRS e-file deadline for the 5498-SA is May 31 of the year after the tax year.

Enter your records early and pick a release date — checkout holds them until then, and warns you before any chosen date would file late.

Not the right form? See all twenty-five forms →